Aditya Birla Sun Life Equity Advantage Fund vs Quant Large and Mid Cap Fund compare

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tortoise-icon Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

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tortoise-icon Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Fund Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6094 Cr ₹3283 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Feb 1995 11 Dec 2006
Category Large and Mid Cap Large and Mid Cap
Fund Type Open Ended Open-ended
Benchmark BSE 250 Large MidCap Index NIFTY LARGE MIDCAP 250 TRI
Turn Over 62% %
Expense Ratio 1.89 1.93
Manager Atul Penkar Sanjeev Sharma
ISIN Code INF209K01165 INF966L01341
Exits Load Exit load of 1%, if redeemed within 90 days./365 Exit load of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Month -7.27% -0.62%
6 Month 8.45% 20.21%
1 Year 32.3% 60.9%
3 Year 8.75% 29.39%
5 Year 16.29% 29.99%

SIP Return Analysis

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 14.89% 28.41%
3 Year 29.41% 63.79%
5 Year 58.13% 120.52%

Rolling Lumpsum Returns

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Year 15.77% 15.35%
3 Year 14.86% 15.7%
5 Year 15.16% 14.18%

Risk Management

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 13.91% 15.18%
Sharp 0.43% 1.39%
Beta 1% 0.97%
Alpha -7.35% 5.83%

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Fund Managers

Scheme Name Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Name Atul Penkar Sanjeev Sharma
Total AUM ₹21393 Cr ₹39731 Cr
Fund Manage 3 22
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 0.93 14.22
Large Cap 51.01 44.7
Mid Cap 36.23 37.51
Small Cap 11.87 3.59

Sector Allocation

Scheme Name

Aditya Birla Sun Life Equity Advantage Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 0.93 -4.42
Energy 9.55 16.03
Technology 5.78 5.65
Materials 3.24 5.25
Construction 4.45 -
Financial 22 24.01
Healthcare 3.71 7.82
Metals & Mining 3.64 12.35
Chemicals 1.33 -
Services 15.82 8.4
Capital Goods 9.01 7.25
Automobile 9.56 5.22
Consumer Staples 1.39 8.45
Consumer Discretionary 4.28 -
Communication 2.14 -
Insurance 0.8 4.01
Textiles 2.41 -

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